Apprise Wealth Management LLC
Apprise Wealth Management LLC (CRD# 288709) is a financial advisory firm headquartered in , . They manage $42,165,681 in 263 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Apprise Wealth Management LLC
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts263ACCOUNTS
-
Average Account Value$160,326
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, NC, NJ, NY, PA, TX, VA
Financial Advisors at Apprise Wealth Management LLC
1
Megan Kopka (CRD# 5380442) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has over 16 years of experience in the finance industry.
2
Philip Weiss (CRD# 4619842) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has 1 year of experience in the finance industry.
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